Forms

Memoranda of Understanding – Depending on how you choose to self-direct your services, you may need a Memorandum of Understanding or MOU. The MOU describes the Fiscal Intermediary’s responsibility and your responsibility in managing your services.

Support Brokerage Agreement – If you choose to hire a Broker to help you develop and manage a Self-Direction Budget, use this Support Brokerage Agreement to outline the Broker’s responsibilities in meeting your needs.